InStrategy Group, a national recruitment and consulting firm dedicated exclusively to serving the insurance industry is seeking to fill a Personal Lines & Small Commercial Producer role for a successful and tenured insurance agency in Cleveland, OH.Currently recruiting for a Sale Producer role. Join our Cleveland team!
Role:
Outside/Inside Personal and Commercial Lines sales position exclusively to the LGBTQ+ community. Responsible for driving new business sales and retention for home, auto and small business clients. Manage client relationships, drive organic growth, cross-sell accounts and network throughout Cleveland and Columbus marketplace.
Responsibilities:- Achieve annualized new business sales goals targeting the LGBTQ+ community for personal and commercial lines products.
- Meet new business activity and quality appointment goals.
- Use Agency’s resources to research prospects and develop customized messaging for prospects.
- Understand and explain the competitive differentiation to clients and prospects of the only insurance Agency exclusively dedicated to the LGBTQ+ community.
- Develop sales business plan and use effective prospecting strategies. Overcome sales obstacles on a prospect-specific basis.
- Build client and prospect pipeline. Develop cross-selling strategies for existing clients.
- Collaborate with carrier underwriters to obtain quotes and finalize policy and pricing terms.
- Engage in meetings on preparing for first appointments and closing and retaining business.
- Use the Agency’s contact management and sales automation resource tools to support sales processes. Work with account management team on significant Account Management services for clients.
- Demonstrate strong industry knowledge (coverage, terms, conditions, and competitive solutions)
- Attend key industry seminars, trade shows, and networking events.
Requirements:
Must hold a valid OH insurance Property & Casualty insurance license.5+ years of sales experience in an insurance agency with proven track record of sales success.·
Must have a valid OH drive license and have reliable transportation.·
Must currently reside in OH – no relocation considerations. Knowledge, Skills, and Abilities:
College degree is NOT required.
Strong knowledge of Property & Casualty insurance.
Self-starter mentality, personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
Strong time management and organization skills.
Superior communication, negotiation, and presentation skills.
Excellent organizational and follow-up skills.
Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
Strong analytical skills to quickly assess client’s needs and recommend appropriate coverage.
Excellent listening skills with strong customer focus.
Proficient in using insurance software/CRS systems and familiar with AMS360.
Work Environment:- Work both in office and remote setting.· Role will require in-state travel to meet clients and attend networking events.· You will work and collaborate with others to support the serving and handling of client business.
The Ideal Candidate:
The successful candidate will be a strong sale-oriented insurance professional who takes ownership of results and client experience. This individual should be dependable, organized, detail-oriented, and comfortable working in a collaborative independent-agency environment. Demonstrated work ethic, professionalism, accountability, and an exceptional customer-service and sale orientation are essential. The ability to build strong relationships with clients, teammates, carrier partners and earn their trust is particularly important in this role.
Compensation: Draw + Commission + Benefits (Health Insurance & Paid Time Off)
This position offers a competitive compensation package consisting of a base draw against earned commissions, providing a degree of income stability while rewarding individual sales performance.· Base Draw: $55,000 – 100,000 (depends on prior experience) annually, paid in accordance with the company's regular payroll schedule. ·
Commission:
Performance-based commissions earned on new business and, where applicable, renewal business, in accordance with the company's commission schedule. ·
Earning Potential: Total compensation is directly tied to sales production, with uncapped earning potential for successful performers.·
Compensation Review: Compensation structure and performance expectations will be reviewed periodically with management.
Benefits:- Health insurance
- Paid time off Parking: Producer will be provided paid parking adjacent to the Cleveland office. In addition, the Producer receives full reimbursement for all business incurred Travel and Entertainment (T&E) expenses including cellphone costs. Applications/Inquiries Always Confidential
- All inquiries for this role are to be directed to gregg@instrategygroup.com or call 704.641.7644.
